BOC

Bull Oak Capital Portfolio holdings

AUM $219M
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$18.3M
3
+$16.8M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$12.5M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.18%
2 Consumer Discretionary 0.31%
3 Communication Services 0.12%
4 Materials 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.5K 0.03%
+969
27
$22.2K 0.02%
+304
28
$21.9K 0.02%
+73
29
$17.4K 0.02%
+46
30
$16.9K 0.02%
+1,234
31
$15.1K 0.02%
+174
32
$14.5K 0.02%
+33
33
$13.2K 0.01%
+100
34
$12.9K 0.01%
+151
35
$10.1K 0.01%
+27
36
$9.11K 0.01%
+1,000
37
$8.8K 0.01%
+165
38
$8.63K 0.01%
+45
39
$8.24K 0.01%
+51
40
$7.5K 0.01%
+37
41
$6.71K 0.01%
+44
42
$6.59K 0.01%
+200
43
$6.13K 0.01%
+75
44
$6.04K 0.01%
+20
45
$5.95K 0.01%
+321
46
$5.61K 0.01%
+33
47
$5.11K 0.01%
+111
48
$5.02K 0.01%
+55
49
$5.02K 0.01%
+555
50
$5K 0.01%
+333
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